Easily email any saved Sale or Purchase directly from saasu.com
First setup your email template. Whenever you have created a transaction and saved it the Email option become available. This allows you to directly email using Saasu (not from your own email software). You can send an Sale to a contact while retaining a copy of what was sent from by including your email address in the Bcc (Blind Carbon Copy) field. A copy is sent to the specified email account plus you then have your own record in your own email program.
You can also email from your own email account. Click on the Print/Save PDF icon-link in the Sale or Purchase screen (after you have created and “saved” the Sale as the option isn’t displayed until then. The PDF will load in Adobe Acrobat. You can save a PDF copy of the invoice to the hard drive on your computer. Then you can email the PDF as an attachment on an email sent from your chosen email program.
Setup Your Email Template
Before emailing Sales and Purchases you will need to have setup your email template. Choose Settings > Templates > Sales. Click on Add and select the Type of template and enter any required details. Tick the check box at the bottom which makes this particular template the default email template for the specific type. To email a Sale or Purchase you must have saved it first. Otherwise Saasu hasn’t generated the transaction completely. When saved click the ‘Email PDF’ link.
FAQ’s
Why isn’t there a copy of the ‘Email Invoice’ I sent in my ‘Sent Items’ folder?
The Email Invoice won’t save in your ‘Sent Items’ folder because the online accounting email function is completely independent of your email software on your Hard Drive (such as MS Outlook express). It has to be that way otherwise you would be tied to using a particular computer when doing your accounts and sending invoices by email using your online accounting file. It is simple to keep a copy of this email by using the ‘bcc’ or ‘cc’ field in the online accounting Email Invoice screen. Effectively you are using an email account of your choosing as a repository of emailed invoices. For example, you can ‘bcc’ a copy to accounts@sample.com so that the invoice you create and send via online accounting is stored in that mail file which happens to be in MS Outlook Express. Importantly, make sure you backup your email file where your store these emails as the online accounting application doesn’t keep copies.
